Chase Belgrave Reviews

Looking for help to consolidate my various UK pensions, I came across Chase Belgrave. From the very first moment I was set at ease and we spoke about the various options. I am very please with their service and specifically with John O'Leary. He never seams to sleep and is always ready to lend a hand and give advice. I can highly recommend them!

Chase Belgrave gave me excellent advice on my pension. As a US citizen, the rules per pension disbursement are difficult to understand, but John broke it down for me and gave me several options. I was able to negotiate the solution that benefitted me the most. I would not have been able to do it without his help.

Very helpful, informative. Great information and advice. Highly recommend

Initially when I saw their ad I wasn't sure what to expect, then speaking to John he put my mind at ease. I had various pensions which he amalgamated and I found the whole process very easy and John a good guy to discuss the finance aspects. Recommend wholeheartedly!!!!

Lost superfund money found by Chase Belgrade After a slow start I was put onto John O’Leary who worked quickly and efficiently and soon had my lost superfund monies in England sorted out,transferred, and working for me. All of the paperwork required was explained to me and forwarded to me in Australia to read and sign. John made the whole process stress free and easy to follow I would recommend using John after having this experience. R.B.

Really exceptional service - from a platform and personal perspective. Their platform is seamless and transparent, while my advisor is quick to respond to any questions that I have.

Had a great experience working with John O'Leary to consolidate my UK pensions. There was no pressure, it really was a pleasure to go through the process with him. Very responsive and open communications until the process was completed.

I live in Australia and had been having major issues with my funds held in Aegon. Contacted John O'Leary after a recommendation and he has been brilliant. Communicating clearly and regularly which is important as I'm based in Australia; demonstrating urgency; and above all got everything done in 'quick time'. I work in sales and customer experience globally and this is one of the best experiences I have had with an advisor ever anywhere. I would not hesitate to recommend John and the team at Chase Belgrave.

I have enjoyed working with John o'leary .john is very knowledgeable and certainly knows what was best for my financial needs. He was always ready to answer any questions I had for him .I had a few issues with my pension company in the U.k .but John was there to make sure everything went as smooth as possible and kept me fully informed all the way .

I found dealing with John O’Leary refreshing. He was clear with next steps ,kept me informed of progress and helped my to conclude a very long pension transfer process as quickly as possible. I am grateful and would recommend John in the future if asked

John O'Leary has been exceptional in sorting out my personal pension transfer, making the complicated process very smooth. He has always kept me up to date and informed at all times including the performance of the portfolio, especially in these difficult times. He answers any of my queries promptly, with personal phone calls to me in Malta and has recommended/suggested moves to take advantage and safeguard my investments. A truly professional job.

I worked with John O'Leary. I am an ex-pat living in the US and had two pension funds. John discussed several options and worked with both pension companies to confirm fund values and costings. He was proactive, attentive, (knowledgeable, as one would expect), prompt at communication (electronic and voice), and he made good recommendations. All in all, an excellent experience dealing with John. Recommended.

I would like to recomend Rory Donaldson from Chase Belgrave.It has been a pleasure to deal with Rory, he is always so helpful and listens to what the client needs while offering lucrative solutions. When a bank transfer into my investment account went missing due to a mistake by my Italian bank Rory was in touch to help trace the funds even though he was on holiday at the time. I am very happy that I chose to invest with Chase Belgrave.

I came to Chase Belgrave as a new client looking to do something with my pension as I had relocated to the US from the UK. Rory Donaldson contacted me and we exchanged a few emails over the next few weeks. Rory was so professional and personable. He explained how he worked and some ideas he had for me. Over the last 6 months I have actually moved the WHOLE of my investment portfolio over to Chase Belgrave. Rory keeps in touch and has been a breath of fresh air compared to my previous financial adviser. I would recommend him to anyone who wants to make their money work harder for them. I wish I had found him sooner.

It's been an absolute pleasure having John O'Leary sort out my finances. Very informative and constructive. Always available. All the promises John made were adhered to. I look forward to John organising my finances in the future. If there were more stars I would give. Totally recommended.

I would like to share the positive experience I had with working with John O'Leary on my UK pension transfer scheme. Prior to working with John I had basically been to hell and back with financial advice with untrustworthy, unreliable and ultimately low performing personnel. John has recently helped me secure my UK pension transfer in a relatively easy and timely manner with the minimum of fuss. During my pension transfer John was available at all hours (I don't think he sleeps !) and provided me with numerous pieces of advice and explanations on the best course of action. From the first time I spoke with John my gut feeling was that he was a decent, reliable bloke and my experiences since then have only strengthened this opinion. If you have any financial planning issues at all I would encourage you to get in touch with John to discuss your options, I am really confident he will provide honest guidance to sort your concerns out. Thanks for all your help again John if anything else comes up in the future I will certainly give you a shout. Best Regards, Joe Stratton Perth, WA

I was referred to Chase Belgrave by an online portal for expats. I was afforded the great pleasure of Harry Charteris being assigned to me.. what a fine young man he turned out to be.. very knowledgeable and patient, which is important when you’re moving money! I would receive weekly calls with updates and if I had questions, he would respond in a very timely manner to my emails, regardless of the time difference. My whole experience with Harry was excellent and I have the pleasure of continued contact with him for anything I may need or questions I may have.. definitely recommended!

John is very quick to be responsive to my emails and always follows everything up with a phone call. I trust him and look forward to a greater return on my investment than I was getting with it sitting doing nothing in the UK

Working with John O’Leary has been a pleasure. John is always available to answer any questions I have had and has always responded very quickly to me. He had ensured the wholes process has gone as smoothly as possible

Harry kept things simple and clear and we found him very easy to deal with, in particular as it took us a long time to decide what path to take, he responded to a million questions and gave us space to decide. Thanks Harry.